Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.8B
AUM Growth
+$12.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,760
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.29%
2 Financials 11.91%
3 Healthcare 11.8%
4 Consumer Discretionary 10.58%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$2.75M ﹤0.01%
129,858
+59,529
1502
$2.74M ﹤0.01%
18,257
+16,527
1503
$2.74M ﹤0.01%
18,167
+12,096
1504
$2.73M ﹤0.01%
278,151
+65,597
1505
$2.72M ﹤0.01%
66,749
-17,003
1506
$2.71M ﹤0.01%
167,231
+98,824
1507
$2.71M ﹤0.01%
47,243
+21,810
1508
$2.7M ﹤0.01%
64,657
-74,964
1509
$2.7M ﹤0.01%
75,789
+20,533
1510
$2.69M ﹤0.01%
54,544
-44,795
1511
$2.69M ﹤0.01%
38,597
+27,328
1512
$2.68M ﹤0.01%
4,628
+3,190
1513
$2.68M ﹤0.01%
97,492
+57,049
1514
$2.67M ﹤0.01%
196,100
+59,523
1515
$2.67M ﹤0.01%
101,372
+60,933
1516
$2.67M ﹤0.01%
18,052
-2
1517
$2.66M ﹤0.01%
59,290
+29,338
1518
$2.66M ﹤0.01%
10,511
+4,770
1519
$2.66M ﹤0.01%
63,691
+2,291
1520
$2.65M ﹤0.01%
117,293
+57,431
1521
$2.65M ﹤0.01%
157,815
+44,267
1522
$2.65M ﹤0.01%
120,474
-153,434
1523
$2.65M ﹤0.01%
65,749
+27,393
1524
$2.65M ﹤0.01%
102,834
-312,429
1525
$2.64M ﹤0.01%
22,388
+3,852